Automatische Erzeugung von Verkaufspräsentationen mit GPT-4o und Google Slides basierend auf Claap-Anrufen

Experte

Dies ist ein CRM, Multimodal AI-Bereich Automatisierungsworkflow mit 20 Nodes. Hauptsächlich werden If, Set, Code, Slack, Switch und andere Nodes verwendet. Automatisierte Erstellung von Verkaufspräsentationen aus Claap-Anrufen mit GPT-4o und Google Slides

Voraussetzungen
  • Slack Bot Token oder Webhook URL
  • HubSpot API Key
  • HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "d3e4902970aa37f340c04e2f2a31d62f0faafec176f1cad2990afef1086b6b99",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "45c60520-7937-4ccb-95e7-6805ee8e2f0a",
      "name": "Präsentation duplizieren",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1872,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $('Set presentation id').item.json.presentationId }}/copy",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"name\": \"Claap x {{ $('Extract call info').item.json.client }} - Demo\"\n} ",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "udvmM2IU9jsvADPe",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "8b92b5d8-00c7-4394-b45f-ef925a943600",
      "name": "Präsentation veröffentlichen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2080,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $json.id }}/permissions?supportsAllDrives=true",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"role\": \"reader\",\n  \"type\": \"anyone\",\n  \"allowFileDiscovery\": true\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "typeVersion": 4.2
    },
    {
      "id": "f594056f-b564-4ae8-b771-962640de5c8a",
      "name": "Benutzer als Editor festlegen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2304,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $('Duplicate presentation').item.json.id }}/permissions?supportsAllDrives=true",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"role\": \"writer\",\n  \"type\": \"user\",\n  \"emailAddress\": \"editor@example.com\"\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "udvmM2IU9jsvADPe",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "0ce4dd64-60b6-42f4-a21e-836ad013a0b2",
      "name": "Präsentationsvorlage auswählen",
      "type": "n8n-nodes-base.switch",
      "position": [
        560,
        2528
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "Discovery",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "6767bda7-f501-42d5-b70f-fbc427366c84",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Discovery') }}",
                    "rightValue": "Discovery"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Proposal",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "d15a1cd6-f173-4f19-b126-56023ff972fc",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Proposal') }}",
                    "rightValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Discovery') }}"
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "28a66a03-b46b-4101-9228-cdb1f0c1a137",
      "name": "Anrufinformationen extrahieren",
      "type": "n8n-nodes-base.set",
      "position": [
        352,
        2528
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "7d00c768-11f8-4e88-a72d-09f4680e6db5",
              "name": "client",
              "type": "string",
              "value": "={{ $json.body.event.recording.companies[0].name }}"
            },
            {
              "id": "899afd83-f493-4bf8-baa3-0af1357ba784",
              "name": "domain",
              "type": "string",
              "value": "={{ $json.body.event.recording.meeting.participants.find(p => p.email && p.email !== $json.body.event.recording.recorder.email)?.email.split(\"@\")[1] }}"
            },
            {
              "id": "53f353b3-8cbb-40d4-bd2f-13bf56554d7a",
              "name": "dealId",
              "type": "string",
              "value": "={{ $json.body.event.recording.crmInfo.crmDealId === undefined ? \"\" : $json.body.event.recording.crmInfo.crmDealId}}"
            },
            {
              "id": "61906ec6-d325-4e07-b05c-824a1d7e8c52",
              "name": "language",
              "type": "string",
              "value": "={{ $json.body.event.recording.transcripts[0].langIso2 === \"fr\" ? \"french\" : \"english\" }}"
            },
            {
              "id": "64575c62-a4bf-4748-854b-d31e1f9fc904",
              "name": "actionItems",
              "type": "string",
              "value": "={{ $json.body.event.recording.actionItems.join('\\n') }}"
            },
            {
              "id": "1e4964eb-11bc-40be-ae2d-acc3756f2f9c",
              "name": "keyTakeways",
              "type": "string",
              "value": "={{ $json.body.event.recording.keyTakeaways.join('\\n') }}"
            },
            {
              "id": "0594c03d-fbdb-4770-a3d7-f2793b90ac08",
              "name": "outlines",
              "type": "string",
              "value": "={{ $json.body.event.recording.outlines.join('\\n') }}"
            },
            {
              "id": "f632c9df-66ba-4b61-a3af-07a8ced06bb2",
              "name": "insights",
              "type": "string",
              "value": "={{ $json.body.event.recording.insightTemplates[0].insights[0].sections.map(section => `${section.title}:\\n${section.description}`).join('\\n\\n') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dd22c7f0-6515-4c0e-ad2e-a84e6d3690b2",
      "name": "Notiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -656,
        2192
      ],
      "parameters": {
        "color": 2,
        "width": 600,
        "height": 240,
        "content": "# Template presentation\n- This template generates a sales follow-up presentation in Google Slides after a sales call recorded in Claap.\n- The workflow is simplified to showcase the main use case.\n- You can customize and enrich this workflow by connecting to the CRM, researching data online or adding more files in the presentation.\n- This workflow runs when the meeting is labeled with \"Discovery\" or \"Proposal\" in Claap.\n- The presentation template used in this workflow is available [here](https://docs.google.com/presentation/d/1UZ0vGvHWwl1M0u_ThxJr6qLr-flIkIvCiVrg3fHPCFk/edit?slide=id.g33acd02fb35_0_0)."
      },
      "typeVersion": 1
    },
    {
      "id": "5fc84ab3-2a83-4535-8d38-c271f87aa708",
      "name": "Präsentations-ID setzen",
      "type": "n8n-nodes-base.set",
      "position": [
        1040,
        2240
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "70365c23-d99e-4975-8359-96f81968ebf1",
              "name": "presentationId",
              "type": "string",
              "value": "1UZ0vGvHWwl1M0u_ThxJr6qLr-flIkIvCiVrg3fHPCFk"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "6649d1d2-ce8b-4bb9-b473-ed0417249920",
      "name": "Präsentation aktualisieren",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2528,
        2240
      ],
      "parameters": {
        "url": "=https://slides.googleapis.com/v1/presentations/{{ $('Duplicate presentation').item.json.id }}:batchUpdate",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"requests\": [\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$client\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Extract call info').item.json.client }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$date\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ new Date().toLocaleDateString('fr-FR') }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$ambition\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Generate slide content').item.json.message.content.ambition }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$challenges\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Format challenges').item.json.challengesFormatted }}\"\n      }\n    },\n    {\n      \"createImage\": {\n        \"url\": \"https://logo.clearbit.com/{{ $('Extract call info').item.json.domain }}\",\n        \"elementProperties\": {\n          \"pageObjectId\": \"g33acd02fb35_0_0\",\n          \"size\": {\n            \"height\": {\n              \"magnitude\": 50,\n              \"unit\": \"PT\"\n            },\n            \"width\": {\n              \"magnitude\": 100,\n              \"unit\": \"PT\"\n            }\n          },\n          \"transform\": {\n            \"scaleX\": 1,\n            \"scaleY\": 1,\n            \"translateX\": 0,\n            \"translateY\": 330,\n            \"unit\": \"PT\"\n          }\n        }\n      }\n    }\n  ]\n}\n",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleSlidesOAuth2Api"
      },
      "credentials": {
        "googleSlidesOAuth2Api": {
          "id": "4XvUdGjZmtZF34lR",
          "name": "Google Slides account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "972a826c-781f-4fd1-92d5-ec2f53f4825d",
      "name": "Bei neuer Verkaufsanrufaufnahme",
      "type": "n8n-nodes-base.webhook",
      "position": [
        128,
        2528
      ],
      "webhookId": "f0ad896c-3d55-458b-b161-bd3d6cc4107f",
      "parameters": {
        "path": "claap-recordings",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "6dfdb4b2-5c74-41a7-9edd-8f0eba4264b5",
      "name": "Notiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        832,
        2528
      ],
      "parameters": {
        "width": 320,
        "height": 120,
        "content": "If several presentations can be selected based on the type of call, it's possible to create other branches here. You'll just need to provide the id of the presentation you want to duplicate."
      },
      "typeVersion": 1
    },
    {
      "id": "99b44269-6d1c-441d-b597-272597b1e1c8",
      "name": "Notiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2464,
        2432
      ],
      "parameters": {
        "height": 120,
        "content": "Another option is to use the n8n built-in node, but it offers less control (no full text search and replace and no possibility to add images)"
      },
      "typeVersion": 1
    },
    {
      "id": "8017b6bc-f516-4668-bf0a-cd708bb76ab8",
      "name": "Herausforderungen formatieren",
      "type": "n8n-nodes-base.code",
      "position": [
        1648,
        2240
      ],
      "parameters": {
        "jsCode": "return {\n  challengesFormatted: $input.first().json.message.content.challenges.join('\\\\n')\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "5aee27e9-17f0-4b0a-9b0e-e6bf0b82062b",
      "name": "Notiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1024,
        3024
      ],
      "parameters": {
        "width": 200,
        "height": 120,
        "content": "This branch showcases how to connect with the CRM and personalize the presentation based on CRM data"
      },
      "typeVersion": 1
    },
    {
      "id": "357ad95c-19ce-425a-b430-2e9cac0fe0a0",
      "name": "Falsche Währungsfolie löschen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        784,
        3040
      ],
      "parameters": {
        "url": "=https://slides.googleapis.com/v1/presentations/{{ $('Duplicate presentation').item.json.id }}:batchUpdate",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"requests\": [\n    {\n      \"deleteObject\": {\n        \"objectId\": \"{{ $json.slide_to_delete }}\"\n      }\n    }\n  ]\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleSlidesOAuth2Api"
      },
      "typeVersion": 4
    },
    {
      "id": "f129f806-564c-4820-a8fb-1516959ee780",
      "name": "An @user senden",
      "type": "n8n-nodes-base.slack",
      "position": [
        2784,
        2240
      ],
      "webhookId": "1842e596-7b9f-4dc6-8331-58e7a6811afc",
      "parameters": {
        "text": "=",
        "user": {
          "__rl": true,
          "mode": "username",
          "value": "@user"
        },
        "select": "user",
        "blocksUi": "={\n  \"blocks\": [\n    {\n      \"type\": \"section\",\n      \"text\": {\n        \"type\": \"mrkdwn\",\n        \"text\": \"*New presentation available for <https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit#slide=id.g33acd02fb35_0_0|{{ $('Extract call info').item.json.client }}> 🔥*\"\n      }\n    }\n  ]\n}",
        "messageType": "block",
        "otherOptions": {
          "includeLinkToWorkflow": false
        }
      },
      "credentials": {
        "slackApi": {
          "id": "MFSWBbCvtN1Sk93E",
          "name": "Slack First Claapers"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "365237ff-823f-4b8c-928b-5b2bb8fc6bf7",
      "name": "Wenn es einen Deal gibt",
      "type": "n8n-nodes-base.if",
      "position": [
        128,
        3040
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "49b2504c-0426-4dda-8249-8b147db94e6a",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.deal.id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "85c5809c-56f4-4648-b29e-ea4780634d75",
      "name": "Deal-Informationen abrufen",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        352,
        3040
      ],
      "parameters": {
        "dealId": "={{ $('On new sales call recording').item.json.body.event.recording.crmInfo.deal.id }}",
        "filters": {},
        "resource": "deal",
        "operation": "get",
        "authentication": "appToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "mhuVEdo7ONjoZ1nP",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "253e418e-1282-4da1-8bd9-f9b2e013005e",
      "name": "Zu löschende Folie auswählen",
      "type": "n8n-nodes-base.set",
      "position": [
        560,
        3040
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "d462ed0b-f883-4adf-adc9-baa7d67d632b",
              "name": "slide_to_delete",
              "type": "string",
              "value": "={{ (!$json.properties.deal_currency_code.value || $json.properties.deal_currency_code.value === 'EUR') ? 'g3417703b8a7_0_3' : 'g3026f7d6b00_0_71' }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "65b78722-db75-4edc-ac9c-231cdb8e9336",
      "name": "Folieninhalt generieren",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        1264,
        2240
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini",
          "cachedResultName": "GPT-4O-MINI"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=Your are a sales expert here to assist sales professionals in crafting follow-ups based on transcripts of discovery calls. Analyze the call summary to identify the following 2 elements:\n\n# Ambition: a summary of the prospect's goals or desired outcomes.\n# Challenges: list 3 key difficulties or obstacles discussed during the call.\n\nInstructions:\n- Use simple language and remain concise.\n- Output your answer in {{ $('Extract call info').item.json.language }}.\n- Structure your answer as a JSON:\n\n{ \n  \"ambition\": \"\",\n  \"challenges\": [\"\", \"\", \"\"]\n}\n\nCall summary below (within triple quotes):\n'''\n{{ $('Extract call info').item.json.insights }}\n'''"
            }
          ]
        },
        "jsonOutput": true
      },
      "credentials": {
        "openAiApi": {
          "id": "E7za96D8nwfE78qQ",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "dedfb07c-b450-4101-b7eb-7ff6a40aa5f5",
      "name": "Notiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -656,
        2496
      ],
      "parameters": {
        "color": 3,
        "width": 600,
        "height": 240,
        "content": "# Workflow configuration\n- Create a webhook in Claap, by following [this article](https://help.claap.io/en/articles/10395357-using-claap-s-webhooks).\n- Edit the labels that trigger the workflow and route on the relevant presentation.\n- Fill your Open AI credentials by creating an API Key in OpenAI Platform\n- Edit the presentation personalization details (user set as editor, content, title)\n- Fill your Slack credentials by following steps in [this video](https://www.youtube.com/watch?v=qk5JH6ImK0I&ab_channel=NateHerk%7CAIAutomation)."
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
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}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Kundenbeziehungsmanagement, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes20
Kategorie2
Node-Typen10
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Externe Links
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Kategorien

Kategorien: 34